How You Set Up Members
After the loyalty manager has set up programs and promotions, you can add program members. To set up loyalty members, you must be either a Loyalty Program Administrator or a Loyalty Program Manager.
Let's look at the general steps involved in setting up members.
|
Step |
Description |
Topics Where You Can Find More Information |
|---|---|---|
|
1 |
When you enroll a member in a program, the member is automatically enrolled in all active promotions, except for enrollment promotions, in the program. Enrolled promotions are excluded from automatic enrollment because these require manual enrollment. The member automatically is in the default tier for the program. |
Enroll Members in Loyalty Programs |
|
2 |
If you have created a company member, you can view the employees of the company, if you have already added them. |
Add and View Employees of Company Members |
|
3 |
If you have created an individual member, you can view the all the companies that the individual is associated with. |
View Information About Members |
|
4 |
You can view and add accounts for individual members. |
Add and View Company Accounts of Individual Members |
|
5 |
You can add an individual member to a household and specify whether earned points roll up to the household. |
View and Add Members to a Household |
Data Masking Loyalty Member Names
Data masking, also known as static data masking, is the process of permanently replacing sensitive data with fictitious yet realistic looking data. It helps you generate realistic and fully functional data with similar characteristics as the original data to replace sensitive or confidential information. In Oracle Loyalty Cloud, data masking is applied to loyalty members' names by default. For more information on data masking, see Using Oracle Data Safe guide on the Help Center (docs.oracle.com/en/cloud/saas/).